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Oxford Financial Group’s Progressive PGR Stock Holding History

Oxford Financial Group’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$353K Sell
1,615
-790
-33% -$159K 0.02% 186
2026
Q1 		$477K Buy
2,405
+513
+27% +$106K 0.03% 169
2025
Q4 		$431K Buy
1,892
+31
+2% +$7K 0.02% 159
2025
Q3 		$460K Buy
1,861
+76
+4% +$18.7K 0.03% 150
2025
Q2 		$476K Sell
1,785
-47
-3% -$12.9K 0.03% 135
2025
Q1 		$518K Buy
1,832
+49
+3% +$12.8K 0.04% 127
2024
Q4 		$427K Sell
1,783
-30
-2% -$7.55K 0.03% 165
2024
Q3 		$460K Sell
1,813
-750
-29% -$174K 0.03% 152
2024
Q2 		$532K Buy
2,563
+755
+42% +$158K 0.04% 145
2024
Q1 		$374K Sell
1,808
-8,753
-83% -$1.62M 0.03% 162
2023
Q4 		$1.68M Buy
10,561
+14
+0.1% +$2.19K 0.12% 60
2023
Q3 		$1.47M Sell
10,547
-409
-4% -$53.8K 0.13% 57
2023
Q2 		$1.45M Sell
10,956
-44
-0.4% -$5.9K 0.14% 56
2023
Q1 		$1.57M Hold
11,000
– – 0.18% 49
2022
Q4 		$1.43M Buy
11,000
+453
+4% +$57.4K 0.17% 53
2022
Q3 		$1.23M Sell
10,547
-14
-0.1% -$1.69K 0.18% 55
2022
Q2 		$1.23M Sell
10,561
-5
-0% -$567 0.18% 59
2022
Q1 		$1.2M Hold
10,566
– – 0.15% 64
2021
Q4 		$1.08M Sell
10,566
-247
-2% -$23.6K 0.12% 79
2021
Q3 		$977K Sell
10,813
-132
-1% -$12.6K 0.12% 75
2021
Q2 		$1.07M Sell
10,945
-266
-2% -$26.3K 0.14% 71
2021
Q1 		$1.07M Buy
11,211
+113
+1% +$10.3K 0.15% 64
2020
Q4 		$1.1M Sell
11,098
-3,622
-25% -$343K 0.16% 58
2020
Q3 		$1.39M Hold
14,720
– – 0.23% 39
2020
Q2 		$1.18M Hold
14,720
– – 0.2% 48
2020
Q1 		$1.09M Buy
+14,720
New +$1.13M 0.22% 46

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oxford Financial Group's PGR Position: Q2 2026 in Review

Oxford Financial Group reduced its Progressive (PGR) stake by 33% in Q2 2026, selling an estimated $159K and leaving 1,615 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #186.

Oxford Financial Group first reported a position in PGR in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.68M in Q4 2023. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Oxford Financial Group held 1,615 shares of Progressive worth $353K as of Q2 2026.
  • Oxford Financial Group sold 790 Progressive shares in Q2 2026, an estimated $159K.
  • Progressive made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #186 holding.
  • Oxford Financial Group first reported a position in Progressive in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Progressive position peaked at $1.68M in Q4 2023.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.